Services

What sets us apart

Swiss Finance supports capital platforms, fund professionals, and institutional partners across a focused range of strategic services.

What sets us apart

Swiss Finance supports capital platforms, fund professionals, and institutional partners across a focused range of strategic services.

Below is a selection of areas we are active in — from fund strategy to operations, education, and research.

For inquiries related to these services or to explore a potential collaboration, please contact us directly at investors@swissfinance.com

Investment Strategy & Implementation

Hedge fund strategies (liquid/illiquid assets)
Co-investments & club deals
Transaction structuring
Investment governance and rights
Special situations & deep-value opportunities
Secondaries & strategic exits

Private Equity & Direct Investment

Control & minority stakes
Turnarounds / restructuring
Capital + operational guidance
Portfolio support (strategic + legal)
Deep due diligence & execution

Fund Infrastructure & Administration

Valuation, IR, KYC
Structuring, compliance, reporting
Platform buildouts (emerging funds, new GPs)
Back-office scaling
Internal control system design

Education & Talent Development

Swiss Finance Academy
HNW / UHNW family programs
Corporate training (growth-stage firms)
Executive track (CFO / CIO / Head of Ops–style roles)
Internal certification (CGA – Certified Global Allocator)

Risk & Quant Systems

Internal risk modeling (VaR, volatility, correlation tools)
Technology integration (Python, AI, macro models)
Data platforms & research automation for funds
Custom dashboards + position tracking

Strategic Advisory & Business Development

Internal risk modeling (VaR, volatility, correlation tools)
Technology integration (Python, AI, macro models)
Data platforms & research automation for funds
Custom dashboards + position tracking